See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,388 | $102,317-7.7% | $146,958-35.8% | $80,856+16.7% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 8.04% | 134.76%-126.7pp | 418.34%-410.3pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,735 | $3,713-53.3% | $4,933-64.8% | $2,755-37.0% |
| Participant deferral / active EE | $4,266 | $6,644-35.8% | $8,070-47.1% | $4,296-0.7% |
| Admin fee / account holder | $2,041 | $7,941-74.3% | $12,998-84.3% | $6,918-70.5% |